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121 Topics

A
AnnGNew Participant
asked in Blend Platform Discussion

Positive Rent History

How does Blend know to check for rent payment history?  If the borrower indicates they are renting and lists the rent amount?  It seems like there are a few things that need to be there so it has something to look for. 

1
Sam Q
Customer SME
22 days ago
M
mqgordonNew Participant
asked in Blend Platform Discussion

“Enable organization contact information only in signature”

Where do I find this configuration?  I do not see it our Organization set up section. Or is this something support has to enable/disable for us?

1
bstenstrom
Customer SME
23 days ago
L
lindsey.browneNew Participant
asked in Mortgage Suite Discussion

HMDA/GMI Questions - ability to bypass when not required

Hello! Is there a way to not require the HMDA/GMI questions when the borrower is filling out the Blend applications and still allow the borrower to submit the application? This would be for situations where HMDA/GMI is not required (no real estate property, just land/lot loan) 

4
Chelsea
24 days ago
A
allisiajoyceNew Participant
asked in Blend Platform Discussion

Personal Financial Statement

My customer is asking help filling out the Personal Financial Statement on Blend but I am unable to find a way to see the document he is being requested to fill out. Is there a way I can see what he is seeing to help explain it to the borrower? 

1
Sam Q
Customer SME
30 days ago
J
john.c.wintersNew Participant
asked in Blend Platform Discussion

Renaming Uploaded Docs

I am new to Blend (I am on my 2nd loan), and am having issues with doc names.  The Docs my borrower sent me all have their names at the first part of the file name, and the last part of the file name is the doc (ie: JoeSmithID, Jane SmithID).  When the docs upload, Blend changes the doc name and there is no distinction on which borrower’s ID is whose, because blend used the primary borrower’s name on both the docs.   Anyone know what the fix is for this? Thanks in advance for any help!

1
Chelsea
1 month ago
L
Linda FoleyNew Participant
asked in Blend Platform Discussion

expired link

A co-borrower needs to sign initial disclosures, however, when she clicks on the link in the email it says expired.  Can a remind email be sent that disclosures need to be signed with a link? 

3
bstenstrom
Customer SME
1 month ago
C
CharlieCommunity Member
asked in Blend Platform Discussion

Sending Follow Ups to multiple borrowers

We are trying to send follow up letters to more than two borrowers and getting an error. We cannot uncheck any of the borrowers before sending. Is anyone else having this problem? Thank you,Charlie

9
C
1 month ago
A
AndrewCommunity Member
asked in Mortgage Suite Discussion

Where can I get a copy of the SMS disclosure the borrower sees in Blend during the application?

We are considering adding SMS for our borrowers through Blend but need a copy of the disclosure the borrower receives during the application to give permission to allow texting. I searched and cannot find it. Thank you 

2
A
1 month ago
H
heavenjackNew Participant
asked in Blend Platform Discussion

Co-Applicant

This is my first Heloc and my first time utilizing blend. I have a application in process. The primary applicant has completed their task and signed their documents through a link that was sent to their email. The secondary applicant needs to complete a KYC form and upload a document but did not recieve an email like the primary applicant. I am unsure on the directions that she needs to take to pull up her application so she can fill out the electronic forms that she needs to complete.

1
z046070
1 month ago
K
KathyaNew Participant
asked in Blend Platform Discussion

How can you tell form the Blend Homepage if a client has uploaded their documents or not

How can you tell form the Blend Homepage if a client has uploaded their documents or not - without looking at each client individually?

1
Sam Q
Customer SME
1 month ago
O
OrchardMortgageNew Participant
asked in Blend Platform Discussion

Application Customization

Is there a way to customize the Blend application template by adding or removing sections?Our specific customer base is primarily subsequent home buyers so there is no need request additional assets outside of pending net proceeds so we would like to consider removing the asset section.

1
bstenstrom
Customer SME
1 month ago
L
Linda FoleyNew Participant
asked in Blend Platform Discussion

Resend invite to co-borrower

I need to resend invite to co-borrower so she can complete application.  It does not let me.  I tried changing her to the primary borrower but is grayed out and doesn’t let me change.

1
bstenstrom
Customer SME
1 month ago
J
john.c.wintersNew Participant
asked in Blend Platform Discussion

No CREDIT PULL box showing up on Application

I am new to Blend and doing my second loan.  I have 3 Borrowers on this loan and am wondering if that is what is causing problems with the PULL CREDIT box not showing up on this file.  The 1st loan I did has only 1 Borrower, and the PULL CREDIT box showed up fine on that one.  I haver looked through all the help topics in Blend and do not see an answer or fix for this.  Anyone’s help is greatly appreciated :) 

2
Sam Q
Customer SME
1 month ago
A
AnnGNew Participant
asked in Blend Platform Discussion

Blend sign check marks

How do you group checkmarks together to make it a requirement to check one? 

1
Sam Q
Customer SME
1 month ago
bboles
Customer SME
bbolesCustomer SME
asked in Consumer Banking Suite Discussion

Applicant's address not recognized as valid

Occasionally consumer banking customers run into an issue where their address is not recognized as valid in the application workflow. It appears to me that the only recourse they have if this happens to them is to use an alternate address (which often is not feasible) or to abandon the application altogether. Has anyone else experienced similar issues with consumer banking customers? Is it possible to bypass this feature or enter an address “as written” rather than being limited to what Google considers valid? 

1
Chelsea
1 month ago
Ivan
IvanCommunity Manager
published in Blend Platform Discussion

Can't find a loan?

Hi everyone!Some of the frequently asked questions to Blend Support are “My borrower applied today but I can’t find the loan. Can you help me locate it?” or “I’m trying to request new documents on an old loan but I can’t find it.” We will cover a few common scenarios that can lead to a loan not appearing in your pipeline and the next steps you can take to locate the loan. The borrower didn’t actually applyOne common issue occurs when borrowers inform their Loan Officer that they would be applying on a certain day or time, but they don’t actually apply.Next stepsConfirm with the borrower if they applied through Blend. The borrower did apply but it is not showing up in the pipelineNoteThe role assigned to your Blend account will dictate which loans you are able to see in Blend. Typically, users can only see loans that are assigned to them unless they have elevated access. Reach out to your administrator if you have any questions about your role and permissions assigned in Blend. Loan Off

3003
aduplantier
Customer SME
1 month ago
J
JimmyZNew Participant
asked in Blend Platform Discussion

Find a Loan in Blend

Can’t seem to get current loan to populate, I’ve entered first name, last name, and email addresses, still nothing? Very odd, first time this has happened, can someone assist me?

1
bboles
Customer SME
1 month ago
lkruege
lkruegeNew Participant
asked in Blend Platform Discussion

Office Hours

Do Office Hours get recorded?  If so, where can I find those?  

2
Chelsea
2 months ago
J
jsomeraNew Participant
asked in Blend Platform Discussion

Blend Sign/OneSpan Font Size Issues - IRS Rejections

Is anyone else getting IRS rejections of 4506-C forms signed with OneSpan again? This happened previously and OneSpan supposedly increased the font size, but it does not appear they increased it sufficiently as we are getting IRS rejections again.

1
L
2 months ago
L
Linda FoleyNew Participant
asked in Blend Platform Discussion

adding co-borrower to application

Added a co-borrower by going to Manage borrowers - added her name and email address.  I resent invite and it only went to the borrower.  The co - borrower shows on the application.  How do I send the invite to the co-borrower so her info can be completed?  Thanks! 

6
aduplantier
Customer SME
2 months ago
T
tmasonCommunity Member
posted in Blend Platform Discussion

Title Only Borrower

Hello,What is the process for Title Only Borrowers when sending out Initial Disclosures through Blend?

6
D
2 months ago
Ivan
IvanCommunity Manager
published in Blend Platform Discussion

New SES records required when updating organization email domain

With the Phase Two Rollout of Customer Self-Service Administration, Blend user admins have the ability to update a subset of global settings without the need to engage Blend Support or their account teams. One of these settings includes Organization updates. If you are updating the Email From Address or the Default Support Email Address to a different domain, your DNS CNAME entries will need to be updated. Failing to do so can result in email delivery issues. Reach out to Blend Support to get new SES records and update them before updating the email domain. FAQIf we change the email back to a domain we previously used, do we need new records from Blend?There is no need to generate new records, the records for the previously used domain will remain the same. If you need those records, Blend Support can provide them.ResourcesHelp Center article: Self-Serve User AdministrationRelease Notes: Phase Two Rollout of Customer Self-Service Administration (Requires Sign-in)Permissions Required: P

320
Ivan
2 months ago
D
DeniseNew Participant
asked in Mortgage Suite Discussion

Request documents from the borrower

How do I request documents from the borrower through blend?

2
D
2 months ago
T
TeresaKerrNew Participant
asked in Blend Platform Discussion

New application for previous client

We seem to have this issue when we do a 2nd loan for a client that's already in Blend. He is trying to log into the new loan, but he doesn't remember his password. When he tried to reset it, the email just takes him back to the login page and doesn't give him to option of resetting his password. Do you know how I get around this?

1
Sam Q
Customer SME
2 months ago
J
jeffharrisNew Participant
posted in Blend Platform Discussion

Next Gen vs Mace

Hello, Has anyone made a switch from Mace to NextGen and if so, would you be willing to share your experiences via a quick conversation? Thank you,Jeff

0
J
2 months ago

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